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I started writing about taxes and new government initiatives in Bermuda, but something distracted me in the markets … GameStop (Ticker: GME). A lot has been written on this saga, and there is much to learn from this. I cannot help but ramble out a fe...

Reminder: The Bermuda Islander Financial Planning Primer Book One: The Dawn of New Beginnings – Your Personal Back-2-Basics Financial Review to Dramatically Improve Your Lifestyle is being published weekly Step by Step – 1-18 with accompanying po...

Reminder: The Bermuda Islander Financial Planning Primer Book One The Dawn of New Beginnings – Your Personal Back-2-Basics Financial Review to Dramatically Improve Your Lifestyle is being published free weekly Step by Step – 1-18 with accompanying a...

Financial complacency, insecurity, and excellence juxtaposed. We Bermudians tend to suffer from the extremes of a bipolar social syndrome. At times, we’ve committed the national sin of arrogance and self-confidence in “our special place on this earth...

CFA Society Bermuda, in partnership with Bermuda College, is to offer a four-session series on building financial literacy. The course, which was first offered last year and which comes under the College’s Professional and Career Education division, ...

If you have a college-bound teen, you’re probably both a little stressed out right now. And your teen might even be feeling downright sad if their college plans aren’t shaping up the way they’d hoped because of the pandemic. That’s okay. Change can b...

Okay, I get it. The last thing your teen probably wants to think about this summer is saving money for college. But let’s be real. There’s no better time. They’re free from their normal responsibilities with classes and homework. And, after spending ...

This is the final part in a series of articles provided by Chartered Financial Analysts Society Bermuda, offering some timely guidance on aspects of financial literacy during these challenging times and the second part of an article on understanding ...

Many of us will suffer a negative impact on our personal finances from the economic repercussions of the Covid-19 pandemic. This is the fourth in a series of articles by Chartered Financial Analysts Society Bermuda, offering some timely guidance on a...

Many of us will suffer a negative impact on our personal finances from the economic repercussions of the Covid-19 pandemic. This is the first in a series of articles by Chartered Financial Analysts Society Bermuda, offering some timely guidance on as...